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Principal Exchange-Traded Funds Principal US Mega-Cap ETF

41 hedge funds and large institutions have $2.36B invested in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

70% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 10

17% more funds holding

Funds holding: 3541 (+6)

15% more capital invested

Capital invested by funds: $2.05B → $2.36B (+$313M)

2.53% more ownership

Funds ownership: 100.42%102.95% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
41
Holders Change
+6
Holders Change %
+17.14%
% of All Funds
0.59%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
7
Increased
17
Reduced
10
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
1
Principal Financial Group
Iowa
$1.8B -$122M -2,464,559 -7%
PS
2
Principal Securities
Iowa
$194M +$104M +2,104,211 +125%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$189M +$101M +2,041,884 +124%
LPL Financial
4
LPL Financial
California
$25.3M +$1.32M +26,616 +6%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$22.2M +$4.38M +88,479 +26%
LC
6
Legacy CG
Texas
$18.6M +$1.63M +32,978 +10%
OBWP
7
O'Brien Wealth Partners
Massachusetts
$18.1M +$17.4M +351,527 New
Morgan Stanley
8
Morgan Stanley
New York
$17.8M -$8.76M -177,137 -34%
NA
9
NewEdge Advisors
Louisiana
$14.1M +$64.3K +1,300 +0.5%
RJA
10
Raymond James & Associates
Florida
$12.1M +$656K +13,272 +6%
Wells Fargo
11
Wells Fargo
California
$11.1M -$172K -3,469 -2%
SWM
12
Segment Wealth Management
Texas
$7.7M +$32.9K +666 +0.4%
JWM
13
Jackson Wealth Management
Florida
$4.11M -$21.9K -442 -0.5%
GS
14
GTS Securities
New York
$3.36M +$3.24M +65,502 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$2.92M -$18.9K -383 -0.7%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2.08M +$1.31M +26,574 +190%
Jane Street
17
Jane Street
New York
$1.52M +$833K +16,845 +132%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.38M +$194K +3,917 +17%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$1.15M
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$1.12M +$1.07M +21,725 New
JP Morgan Chase
21
JP Morgan Chase
New York
$1.09M +$227K +4,596 +28%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.03M +$562K +11,357 +129%
OCM
23
One Capital Management
California
$1.02M -$48K -970 -5%
Osaic Holdings
24
Osaic Holdings
Arizona
$809K +$400K +8,099 +106%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$734K -$13.8K -280 -2%